News, Comment & Analysis results for Archive

Financial Results
17 March 2026

Julius Baer Unveils CEO's Remuneration, Applauds Progress

The bank has disclosed the total award paid to the chief executive who came on board more than a...

People Moves
17 March 2026

Aberdeen Adviser CEO To Depart, Successor Announcement "Soon"

The CEO has been at the business since 2003 and in the post since 2019. ...

People Moves
17 March 2026

Who’s Moving Where In Wealth Management? – Stonehage Fleming, TrinityBridge

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

New Products
17 March 2026

Diversity Project Rebrands Across UK, Europe, North America

The Diversity Project UK, Diversity Project Europe and Nicsa’s Diversity Project North America...

Wealth Strategies
16 March 2026

OPINION OF THE WEEK: Private Credit Sector Nerves Provide Salutary Warning

However the whole private credit redemption control saga plays out, investors have perhaps received...

Investment Strategies
16 March 2026

Dutch Wealth Manager Maintains Equity Overweight Amidst Conflict

As oil prices surge amidst the escalating US–Israel conflict with Iran, Joost van Leenders,...

People Moves
16 March 2026

UK's Anderson Strathern AM Names New Managing Director

The new MD brings more than 35 years’ experience in financial services and is a recognised leader...

Investment Strategies
16 March 2026

Middle East Conflict: Focus On Gold As Price Falls

After gold prices were reaching record highs, wealth managers discuss the recent drop in the...

People Moves
16 March 2026

MAPFRE AM Names New CEO

The asset management arm of MAPFRE, a large Spanish insurance company, has appointed a new head,...

People Moves
13 March 2026

Suntera Global Names New Regional Crown Dependencies Head

The appointee, who is taking on a new role to drive growth in the Crown Dependencies, will retain...

Comment & Analysis results for Archive

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...

Alt Investments
23 January 2024

Japan's VC Sector Gathers Momentum

While Silicon Valley has hogged much of the limelight in VC, Japan's much smaller sector hasn't...

Company Profiles
19 January 2024

Milltrust Pivots Towards MFO Opportunities As Singapore's Wealth Swells

We talk to the firm about why it created the multi-family office, the case for the move in the...

Strategy
15 January 2024

IQ-EQ Taps Into Gulf Region's Wealth Bonanza

Shortly after announcing new operations in Abu Dhabi, the investor services group talked to this...

Company Profiles
12 January 2024

EXCLUSIVE: Finding Compliance Nuggets Amid 24/7 News Torrent

We talk to Dow Jones about the work it does in collating, screening and digesting a vast haul of...

White Papers
11 January 2024

The Bahamas: A Complete And Compelling Choice – White Paper

This news service is delighted to unveil the full edition of the Bahamas-focused publication that...

Wealth Strategies
19 December 2023

Deglobalisation, Volatility And Family Office Time Horizons – A Conversation With Dambisa Moyo

This news service talks to a prominent female economics writer and thought leader who was also made...

Compliance
15 December 2023

Handling HNW Clients' Data Via Tokenization – An Overview

Banks and other players in the wealth management space transfer data across borders – a fact...

Company Profiles
13 December 2023

Playing Digital Asset Strategy Via Fund Of Funds

The business says that its model for tapping into the world of crypto and digital assets startups...

Philanthropy
7 December 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about...